At G. R. Baird Financial, the plans and strategies we deliver to our clients are formed by our commitment to deeply understand the unique needs and situations of each individual, family, business or organization that we serve. We provide responsive, knowledgeable, trustworthy service and expertise in financial planning, investment guidance, insurance plans, and benefits. Whether you seek financial planning, investment guidance, insurance plans or benefits, we are here to provide direction and solutions that will put you on the path to financial security for the long term.

JDL Financial offers a wide range of financial services, including estate planning, financial planning, group benefits consulting, insurance analysis, portfolio analysis, retirement planning, and tax reduction planning. Our expert advisors work with individuals, families, and businesses to create personalized financial plans that help them achieve their goals and secure their financial future.

Wesley Clover is a private, global investment management firm and holding company, focusing on innovative new Cloud and SaaS technology companies and selected Real Estate investments, with a proven track record of success and a commitment to giving back to the community.